-84.2%
OPEN vs PNC
+51.0%
-135.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.2% |
| 7D | -2.9% | -0.7% | -2.2% | -2.0% |
| 30D | -13.8% | -4.4% | -9.4% | -9.3% |
| 3M | -30.9% | +4.5% | -35.4% | -34.4% |
| 6M | -40.9% | +19.1% | -60.0% | -52.4% |
| YTD | -48.5% | +18.0% | -66.6% | -58.3% |
| 1Y | -50.9% | +24.1% | -75.0% | -62.4% |
| 3Y | -20.6% | +130.0% | -150.6% | -70.4% |
| 5Y | -84.2% | +50.4% | -134.6% | -90.7% |
| All | -84.2% | +51.0% | -135.2% | -90.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling